Tax & Estate Planning
Secure your legacy and protect your wealth
Planning for the future means safeguarding what you’ve worked so hard to build. Our tax and estate planning services focus on protecting your assets and ensuring your legacy is preserved. With a personalized strategy, we help you prepare for life’s uncertainties and provide peace of mind for generations to come.
What is tax and estate planning?
Tax and estate planning goes beyond securing your finances—it ensures your wishes are honoured. From reducing tax liabilities to creating seamless wealth transfer strategies, our advisors work with you to craft a plan that reflects your values and protects your family’s future.
What does tax and estate planning include?
Our team of advisors work closely with you to develop a strategy that caters to your objectives, priorities, and circumstances, including:
- Tax-efficient strategies to smoothly transfer wealth to chosen beneficiaries
- Potential trust options, depending on your circumstances
- Review asset ownership structures and plan for tax implications at the time of passing
- Explore charitable giving options
- How to transfer your assets safely and securely
- Review your will and estate plans to ensure they reflect your wishes accurately
- Carefully craft your plan and address the specific circumstances of your loved ones with compassion and understanding.
Ensuring your legacy for the generations to come.
Our dedicated team of advisors is here to provide expert guidance, carefully considering your unique circumstances and overall situation when crafting your tax and estate plan.
Together, we’ll develop a strategy that reflects your values, safeguards your assets, and secures a bright future for your loved ones.
Frequently asked questions
Find answers to common questions about tax and estate planning.
What do I need to start tax and estate planning?
To set the foundation for a secure tax and estate plan, you should gather the following:
- Important financial documents such as account statements, property deeds, and your Will
- Create a list of your assets and liabilities
- Outline your financial goals and wishes for the future
A Gifford Carr advisor will guide you on additional information that may be required to develop your tax and estate plan.
Who should be involved in tax and estate planning?
The planning process starts with you and your key advisors, such as your accountant. Over time, you may involve family members, business partners, or beneficiaries to ensure everyone is prepared for the future.
When should I start tax and estate planning for my business?
It’s never too early—or too late—to begin. Ideally, planning starts in the initial stages of your business. Even if your business is established, we are here to guide you and ensure your future is secure.
Who can help me with tax and estate planning?
Understanding tax laws and estate planning strategies can be complex. It’s essential to work with a team of trusted experts, like accountants, lawyers, and financial advisors, to ensure you’re covered and well-prepared for the future. Rest assured our team is here to help you every step of the way.
Have more questions?
Contact us for more information.
Insights + Information
Tips from our experts
Your Insurance Renewal Checklist: Essential Items to Bring
As your insurance renewal approaches, being well-prepared for your meeting is vital to ensuring that you have the coverage you need to protect what matters most to you, whether it’s your home, your business, or your family.